Pepsi shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $314k | 1.8k | 175.01 |
| 2023-12-31 | $304k | 1.8k | 169.84 |
| 2023-09-30 | $305k | 1.8k | 169.44 |
| 2023-03-31 | $316k | 1.7k | 182.30 |
| 2022-12-31 | $277k | 1.5k | 180.66 |
| 2022-06-30 | $3.0M | 18k | 166.68 |
| 2022-03-31 | $2.8M | 17k | 167.36 |
| 2021-12-31 | $2.8M | 16k | 173.72 |
| 2021-09-30 | $2.3M | 15k | 150.43 |
| 2021-06-30 | $325k | 2.2k | 148.52 |
| 2021-03-31 | $1.3M | 9.5k | 141.51 |
| 2020-12-31 | $1.4M | 9.2k | 148.44 |
More positions owned by Synergy Financial Management
View all positions for Synergy Financial Management